TP
AVUV icon

Tranquility Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Tranquility Partners’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.23M Sell
25,899
-664
-2% -$79.2K 1.11% 18
2026
Q1 		$2.88M Sell
26,563
-543
-2% -$59.8K 1.09% 20
2025
Q4 		$2.76M Sell
27,106
-1,047
-4% -$105K 1% 21
2025
Q3 		$2.8M Sell
28,153
-274
-1% -$26.5K 0.95% 21
2025
Q2 		$2.59M Buy
28,427
+579
+2% +$49.9K 0.92% 22
2025
Q1 		$2.43M Buy
27,848
+372
+1% +$35K 0.94% 23
2024
Q4 		$2.65M Buy
27,476
+177
+0.6% +$17.6K 1% 21
2024
Q3 		$2.62M Buy
27,299
+478
+2% +$44.7K 0.95% 23
2024
Q2 		$2.41M Buy
26,821
+530
+2% +$48K 0.93% 24
2024
Q1 		$2.46M Buy
26,291
+678
+3% +$60K 0.95% 25
2023
Q4 		$2.3M Sell
25,613
-603
-2% -$48.2K 0.96% 27
2023
Q3 		$2.04M Buy
26,216
+2,766
+12% +$222K 0.88% 27
2023
Q2 		$1.82M Buy
23,450
+518
+2% +$38.1K 0.78% 31
2023
Q1 		$1.7M Buy
22,932
+3,240
+16% +$254K 0.81% 28
2022
Q4 		$1.47M Buy
19,692
+6,978
+55% +$525K 0.75% 35
2022
Q3 		$841K Sell
12,714
-335
-3% -$24.4K 0.47% 62
2022
Q2 		$892K Buy
13,049
+3,924
+43% +$297K 0.46% 60
2022
Q1 		$729K Buy
9,125
+6,444
+240% +$510K 0.34% 81
2021
Q4 		$214K Buy
+2,681
New +$213K 0.1% 200

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Tranquility Partners's AVUV Position: Q2 2026 in Review

Tranquility Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.5% in Q2 2026, selling an estimated $79.2K and leaving 25,899 shares worth $3.23M. The position accounts for 1.11% of the portfolio, ranked #18.

Tranquility Partners first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Tranquility Partners held 25,899 shares of Avantis US Small Cap Value ETF worth $3.23M as of Q2 2026.
  • Tranquility Partners sold 664 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $79.2K.
  • Avantis US Small Cap Value ETF made up 1.11% of Tranquility Partners's portfolio in Q2 2026, its #18 holding.
  • Tranquility Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.